See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,676 | $105,126-80.3% | $94,646-78.2% | $139,434-85.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 12.49% | 38.03%-25.5pp | 156.71%-144.2pp | 372.94%-360.5pp |
| Employer contribution / active EE | $2,911 | $4,106-29.1% | $3,672-20.7% | $4,751-38.7% |
| Participant deferral / active EE | $1,439 | $7,599-81.1% | $7,418-80.6% | $6,710-78.6% |
| Admin fee / account holder | $8,977 | $8,984-0.1% | $7,231+24.1% | $11,403-21.3% |